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Our Technology · Built on Power Platform

The revenue operations platform, built on the Microsoft Power Platform.

Work 365 runs inside the Microsoft cloud you already trust. Your billing, provisioning, and subscription data stays in your own Microsoft environment, secured, extensible, and connected to the tools your business runs on. One platform, native to Microsoft, owned by you.

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See the architecture
Your Microsoft environment Your tenant
Customers & partners
Customer self-service and Partner Portal, on your brand.
Work 365 revenue operations
Catalog, provisioning, billing, payments, and Azure usage.
Microsoft Power Platform & Dataverse
Your data model, security, and automation layer.
Microsoft cloud
Partner Center, Azure, Dynamics 365.
Partner Center Azure Dynamics 365
25+
countries running
Work 365
Native to Microsoft
Your data in your Microsoft tenant
SOC 2 audited
200+ Power BI reports
The platform decision

The technology under a billing tool decides what you can build on it.

Most billing tools sit outside your business as closed software, holding a copy of your data and limiting what you can change. Work 365 takes the opposite approach. It is built on the Microsoft Power Platform and runs inside your own Microsoft environment.

That foundation is why the platform scales with you: your data stays yours, security and identity come from the Microsoft cloud, and the same low-code tools you already use extend Work 365 without waiting on a vendor release. The technology choice made years ago is what lets you move fast today.

Teams are asking…
?"Where does our customer and billing data actually live?"
?"Can we extend and automate it without a vendor project?"
?"Is it secure and audited to the standard our customers expect?"
?"Will it scale across regions, currencies, and entities?"
?"Does it connect to the Microsoft stack we already run on?"
The technology

A platform that is native to Microsoft, and open to you.

Built on the Power Platform

Work 365 is native to the Microsoft Power Platform, so provisioning, billing, and reporting share one data model instead of stitched-together systems.

Your data, your tenant

Work 365 does not host your customer or billing data. It stays in your own Microsoft environment, so you keep ownership, residency, and control.

Secure and audited

SOC 2 audited, with the identity, role-based access, and compliance controls of the Microsoft cloud, including GDAP-aware delegated administration.

Extensible by design

Extend with low-code tools, automate with Power Automate, and connect through documented APIs. The platform bends to your process instead of the other way around.

Reporting and insight

Because your data lives in your own Microsoft environment, you get 200+ Power BI reports and a data model you can query, so revenue, margin, and renewals are always in view.

Global by default

Multiple currencies, languages, regions, and provider integrations out of the box, supporting partners across more than 25 countries.

Platform architecture

Built natively on the Microsoft Power Platform. Dynamics 365 optional, not required.

Work 365 sits at the center. Partner Center and your providers feed it, Engen gives your customers self-service, and it flows out to your downstream Microsoft apps, data, and intelligence.

Runs inside your Microsoft environmentYour data · Your identity · Your controls
Provisioning & product data sources
Partner Center
Bi-directional customers, subscriptions, and invoices
Providers
Distributors, ISVs, and external product catalogs
1Engen self-service portal
Customer & partner self-serviceQuotes, orders, subscriptions, invoices, and Azure usage
End customersPartners
CSP management & billing automation
Microsoft-native revenue core
Work 365
One hub for customers, contracts, products, pricing, promotions, subscriptions, billing, and usage.
CatalogProvisioningBillingUsagePayments
Downstream apps, data & intelligence
2Subscription billing data & business workflows
Business applications
Dynamics 365 CRM
Sales Insights
Project Operations
3Invoices, accounting & general ledger
Finance & operations
Business Central
Dynamics 365 Finance
Finance & Operations
Power Platform & intelligence
Power Apps
Power Automate
Dataverse
Power BI
Power Pages
Copilot Studio
Automated data flowSecured by Microsoft identityDynamics 365 is optional
No Dynamics required

Work 365 PV runs as a standalone Power App. Power Apps Premium is the only license your billing users need.

API and MCP ready

Every billing action is available through the API, with MCP server support on the roadmap to enable AI agent integration.

Future-proof foundation

New Work 365 capabilities, including AI and agentic workflows, land on the PV platform first.

Built for what's next

Become your own Customer Zero. Become a Frontier Partner.

The technology you run on decides how fast you can adopt what Microsoft ships next. A Power Platform foundation puts Copilot, Azure AI, and agent capabilities within reach of your live revenue operations, so you can lead with AI instead of catching up to it.

Prove it as Customer Zero

Customer Zero means adopting AI in your own business first. Because Work 365 runs on the Power Platform, Microsoft's newest capabilities meet your real billing and subscription data, so you can put them to work internally and prove the value before you advise your customers.

Grow into a Frontier Partner

Microsoft recognizes AI-first partners as Frontier Partners. Infinity Group turned a Work 365 billing fix into Microsoft Frontier Partner status. A foundation that is Power Platform native, API ready, and MCP ready keeps you on that path.

Microsoft-Native Architecture

Purpose-built for Microsoft CSP billing

Built natively on Microsoft Dataverse and the Power Platform — keeping billing accurately aligned with every CSP, Azure, and NCE change Microsoft ships.

Microsoft Cloud Partner Center, Azure APIs Power Platform Power Automate & Power BI Business Apps Dynamics 365 & Business Central Distributors Pax8, TD SYNNEX, Ingram PSA Tools ConnectWise, Autotask Finance QuickBooks, Xero & ERP
20+
native integrations
1
unified platform
0
manual sync jobs
Explore integrations
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Trust and ownership

Technology is the foundation. Trust is what you build on it.

The reason the platform earns trust is simple: your data never leaves your Microsoft environment, security is inherited from the Microsoft cloud, and every action is auditable. That is what lets finance, operations, and your customers rely on the numbers. See how it all comes together in the CSP billing platform, or how access is governed with the GDAP Manager.

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Security and residency Audited
Compliance SOC 2
Data residency Your Microsoft tenant
Identity Microsoft Entra ID
Access control Role-based · GDAP-aware
Recognition Inc. 5000
Governed by the Microsoft cloud you already trust
Why the platform wins

Depth that closed software cannot match.

Native Microsoft depth

Built inside the Power Platform, Work 365 reaches into Dynamics 365, Partner Center, and Azure at a depth that bolt-on SaaS tools cannot reach.

Your data stays yours

Your customer and billing data lives in your own Microsoft environment, not on a vendor's servers, so ownership and residency stay with you.

Extensible, not locked in

Low-code extensibility, Power Automate, and documented APIs mean you shape the platform to your process without waiting on a roadmap.

Proven at scale

SOC 2 audited and trusted by partners in more than 25 countries, from fast-growing MSPs to enterprise and telco providers.

Proof

Built on Microsoft. Trusted by partners.

2 to 3%
Removing manual, error-prone processes plugged revenue leakage by 2 to 3%. We recovered the cost in the first three months.
GadellNet
Our billing manager retired, and we did not have to replace her. We can now grow revenue through Work 365 without increasing headcount.
Infinity Group UK · Microsoft Frontier Partner
It is not just about having a tool that works. It is about having one that works exactly how we need it to.
Heartland Business Systems
FAQ

Frequently asked questions

What is Work 365 built on?+
Work 365 is built on the Microsoft Power Platform and runs inside your own Microsoft environment. It works natively with Dynamics 365 and connects across Microsoft Partner Center, Azure, your distributors, and your PSA tools, so billing and provisioning share one Microsoft-native foundation.
Where does my data live?+
Your customer and billing data stays in your own Microsoft environment. Work 365 runs on the Power Platform inside your tenant, so you keep ownership, residency, and control of your data rather than handing it to a third-party system.
Is Work 365 secure and audited?+
Yes. Work 365 is SOC 2 audited and inherits the security, identity, and compliance controls of the Microsoft cloud, including Microsoft Entra ID, role-based access, and GDAP-aware delegated administration.
Can I extend and integrate Work 365?+
Yes. Because Work 365 is built on the Power Platform, you can extend it with low-code tools, automate with Power Automate, report with Power BI, and connect through documented APIs to the rest of your stack, without waiting on a vendor release.
Does Work 365 work with Dynamics 365?+
Yes. Work 365 is native to the Microsoft Power Platform and integrates deeply with Dynamics 365 Business Central, Customer Engagement, and Finance and Operations, alongside Partner Center, Azure, and PSA tools such as ConnectWise and Autotask.
Does it support multiple regions and currencies?+
Yes. Work 365 supports multiple currencies, languages, regions, and provider integrations out of the box, and is used by partners in more than 25 countries.
Get started

See the platform your revenue runs on

Book a 30-minute demo and we will walk through the architecture, your data residency and security, the integration ecosystem, and how it all runs on one Microsoft-native platform.

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Explore CSP billing